1.41K
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2025-12-03
NVIDIA at 185: Profit or Hold? Here Is the Real Story
NVIDIA's rebound to 185 is not just a bounce. It is a stress test of market conviction after weeks of AI volatility. The CFOs denial of an AI bubble aligns with the data. AI chip supply is still absorbed by new data center construction rather than replacement cycles. This means the demand curve is still expanding, not plateauing. Here is the key metric to watch: global data center capex is projected to reach 3 to 4 trillion by 2030. If this trajectory holds, NVIDIA remains the primary beneficiary across GPUs, networking, and accelerated computing. Valuations look rich on the surface, but the growth runway has not peaked. Short term, 185 to 190 is a resistance zone tied to ETF outflows and rotation into small caps. Medium term, if earnings revisions stay positive, NVIDIA can reclaim 200 wit
TOPMortimer Arthur: NVDAs low ..of $169.25 hit November 25th is a bottom…. ladies and gentlemen…..We have hit Bottom IMHO….
2.57K
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2025-12-03
📈🚀 Intel’s Most Critical Inflection in Decades, and I’m Positioning for a Structural Multi Year Re Rating 🚀📈🔥
$Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ I’m stepping into Intel’s breakout with full conviction because the alignment of price action, Washington backed capital, foundry momentum, earnings inflection and unprecedented call side aggression has reached a level I have not seen since the first explosive leg of the AI cycle in early 2023. This is not a casual push higher, it is Intel rewriting its narrative in real time. I’ve completed a full external research sweep across public filings, government releases, press and niche semiconductor sources. Everything material has been integrated into this analysis, including the fresh $208M Malaysia expansion
TOPyeah this Intel writeup hit different tbh, the way you linked the policy moves to the momentum shift actually made the whole push through resistance make sense for once, and lowkey the liquidity pocket around $43 looks way cleaner after seeing how you broke it down, felt like one of your most dialled in posts fr
487
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2025-12-03
Watch DocuSign (DOCU) Dollar Net Retention Rate (DNR)
$Docusign(DOCU)$ is scheduled to release its fiscal Q3 2026 earnings after the market closes on Thursday, December 4, 2025. Q3 2026 Earnings Expectations The market is generally looking for continued stability in DocuSign's core business and signs of growth acceleration from its newer initiatives, particularly Intelligent Agreement Management (IAM). The consensus estimates suggest a modest year-over-year revenue increase (around 6.8% to 7%) and EPS that is largely in line with the previous quarter's beat. The most scrutinized figure will likely be Billings, which is guided lower than the previous quarter due to a "renewal timing headwind" cited by management. DocuSign (DOCU) Fiscal Q2 2026 Earnings Summary and Key Lessons DocuSign's fiscal Q2 2026
TOPDNR improvement hinges on IAM adoption trajectory imo[吃瓜]@ TigerStars
1.07K
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2025-12-03
AI Turns Databases Into New Infrastructure Winners: What MongoDB Signals For Snowflake $MongoDB Inc.(MDB)$
TOPMongoDB's execution is solid, mate! AI infra play getting real[强]
1.47K
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2025-12-03
Can We See SentinelOne (S) ARR Growth Re-accelerate?
$SentinelOne, Inc(S)$, a key player in the cybersecurity space. The upcoming fiscal Q3 2026 earnings, expected on Thursday, December 4, 2025, will be crucial, particularly following a mix of strong growth metrics but an EPS miss in the prior quarter. SentinelOne (S) Q3 2026 Earnings Analysis The company's focus has shifted toward balancing top-line growth with margin improvement and a path to profitability, which is a major theme for high-growth software-as-a-service (SaaS) companies. Consensus Estimates & Company Guidance Key Insight: Analysts and the company are aligned on a revenue target of approximately $256 million, which would represent continued year-over-year growth (expected around 22%). The margin guidance of 4% Non-GAAP Operating Marg
TOPWorth keeping an eye on ARR trends for sure[看涨]
509
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2025-12-03
S&P's December Dawn Surge: Holiday Highs Locked or Festive Flameout Fizzle? 🚀📈❄️
$S&P 500(.SPX)$ $Dow Jones(.DJI)$ $NASDAQ(.IXIC)$ Markets flipped the script like a holiday blockbuster sequel – after December's rocky debut dip, the second trading day ignited a rebound roar with S&P 500 climbing 0.2% to 6,829.37, Dow surging 0.4% to 47,474.46, and Nasdaq popping 0.4% amid Fed cut bets blazing at 87% odds. This shake-off from yesterday's gloom screams shifting sentiment, but with volatility lurking like uninvited guests and PCE/ADP data dropping bombs this week, is this the kickoff to a classic December dazzle or a setup for seasonal slumps? As QT's liquidity flood unleashes trillions and AI capex keeps the growth glow going, we're dis
TOPCharging hard with CRM calls! SNOW straddles for the win 🚀📈
709
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2025-12-02
$ISOTeam(5WF.SI)$ waiting for next year result.
324
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2025-12-02
$MSTX 20251205 6.0 PUT$ Strategy (MSTR)- formerly known as MicroStrategy - which has been acting as a leading indicator for the stock market.
TOPBitcoin back down in the $80s.... watch out below if it breaks below the 80s... cause 50s wil be coming next...
937
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2025-12-02
$PLTR 20251212 165.0 CALL$ good snatch from my entry to close 1 week position.
TOPJust for some information here, this stock has bottom out twice at $155, last week, and on September 8th. It appears $155 is its bottom. Can't predict what it's going up to from here, but I don't see it going down a whole lot
831
1.05K
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2025-12-02
$SOFI 20270115 7.0 PUT$ Decided to take profit instead of waiting for expiry which is far away.
TOPSofi reminds me of the song, I believe I can fly! Long and Strong. $40 soon
676
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2025-12-03
$Micro Silver Futures - Mar 2026(SIL2603)$ This is what silver boom looks like
460
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2025-12-03
$Frasers L&C Tr(BUOU.SI)$ slowly get some meals
608
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2025-12-03
$Defiance Daily Target 2X Short PLTR ETF(PLTZ)$ $Palantir Technologies Inc.(PLTR)$ PLTR market opening movement lack conviction and I suspected the upwards move may not sustain yesterday. Luckily, a reversal happened and I cashed out a W for last night work. [Shy] [Shy] [Shy]
TOPJust for some information here, this stock has bottom out twice at $155, last week, and on September 8th. It appears $155 is its bottom. Can't predict what it's going up to from here, but I don't see it going down a whole lot
1.08K
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2025-12-03
$HongkongLand USD(H78.SI)$ Well done HKland!
TOPCongrats to you!
1.11K
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2025-12-03
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ More to come
TOPDecember is about to be a huge month for AI. We’ve got strong seasonality, the Fed easing up, and demand for compute exploding. Most investors are still underweight tech, which means there’s serious upside ahead. AI looks ready to finish the year with a major run.
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2025-12-03
🎉🎉Congrats to Weekly Top 5 Most Active & Promising CBA Traders!💰💰
Hey SG Tigers!🐯Another week has gone by, and we are happy to see many amazing tradings from you!🎉🎉🎉Here we present the top 5 most active/promising Cash Boost Account (CBA) traders for the week of November 24th-28th!🎉🎉We'd like to congratulate @316d3709 @Naveen1980 @Crown Wave 168 @Hanboy @foonghee @Derekgoh @RichardTay @CoffeeAndStocks @Yobro
749
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2025-12-02
$TSLA 20251212 420.0 PUT$ Support / Resistance 📈📉: Support: $425, $422?, $411-414 Resistance: $429, $435, $440 Outlook 📝: TSLA broke above $429 and even $435 price level earlier before harshly rejected at around $435 when overall market dipped slightly back to below $425. If TSLA manage to hold $425 line, then we should be able to revert back to upside towards $429 then back to $435. Else, if TSLA rejects at $429, then watch for short term downside towards support level at $425 and then $422. Target 🎯: Added this additional Cash Secured Put position on top of the earlier onr when TSLA is trading around $426~ yesterday, with the view that TSLA may potentially break $429 and hold. Target to exit within 15-30% profit ra
TSLA PUT
12-02 22:53
US20251212 420.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 8.85 1Lot(s) | -- Closed |
TOPSolid TA mate, watching that $425 like a hawk[看涨]
2.83K
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2025-12-03
TSLA Needs $440 Reclaim or Expect Downside
I hate how $Tesla Motors(TSLA)$ looks short term. ⚠️Monthly / long‑term I still think we can see $600 in the next 6 months… but the daily chart is ugly:1️⃣ Volume profile resistance at $420–$4302️⃣ Big gap down to $3503️⃣ Daily bias is bearish.To avoid a dump toward $350, I want to see a close above $440 and daily bias flip back to green.Until then: expect the worst, hope for the best.For the sake of my April 2026 calls I hope I am wrong ❌ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can